Why we believe the strategic case for AAA CLOs remains compelling amid Fed rate cuts.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
What are non-agency residential mortgage-backed securities (RMBS), and how might they play a role in investors’ portfolios?
A discussion on why active management is critical to navigating complexity in today’s fixed income markets.
Conversations with clients on fixed income at JHI's Madrid Investment Summit.
We explore the different types of investor and their motivations for investing in CLO ETFs.
Assessing Fed Chair Powell’s speech at Jackson Hole and the implications for fixed income investors.
Despite somewhat sticky inflation and a recent softening in the labor market, the majority of U.S. households are in a stronger financial position than they were pre-COVID.
No sector is immune from the threat of cybersecurity attacks. How can this risk be assessed from a credit and governance perspective in securitisation markets?
Healthcare is the largest sector within the Collateralised Loan Obligation (CLO) universe. How can CLO investors navigate this environment?
Can the EU's securitisation reforms stimulate growth in the economy, while still safeguarding financial stability?
Assessing the impact of higher mortgage rates on U.S. homeowners.